How do I invite someone to my team?

Invite colleagues from Users in the app. They get an email with a link to set their own password and join.

1. In the sidebar, under Access, open Users.
2. Press Invite someone.
3. Enter their Full Name and Email Address.
4. Choose their Role and, if needed, the branches they work in.
5. Send. They receive the invitation by email.

After sending

• The invitation shows as pending until they accept it.
• Use Send again if it went astray, or Withdraw to cancel it.